STRAX - Sterling Capital Behavioral Large Cap Value Equity Fund Class R6

Nasdaq - Nasdaq Delayed Price. Currency in USD

Sterling Capital Behavioral Large Cap Value Equity Fund Class R6

Raleigh, NC 27601

5th Floor,434 Fayetteville Street Mall

434 Fayetteville Street Mall

Management Information
Robert O. Weller,Lead Manager since August 20, 2013
Robert O. Weller, CFA®, Executive Director, joined Sterling Capital Management in 2012 and has investment experience since 1996. Rob is an equity portfolio manager and co-head of the Factor Investing/Behavioral Finance team. Prior to joining Sterling, he was one of the founding members of the U.S. based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at J.P. Morgan Investment Management. He was responsible for the initial research on and implementation of the strategies. His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research. During his tenure, the funds were listed multiple times in the Wall Street Journal as "Category Kings" for top-ranked performance and were all top quintile performers relative to their peer groups since inception. He helped grow an initial $4 million in seed capital to over $21 billion in assets under management. Rob joined J.P. Morgan in 1997. He left Investment Management in 2010 to return to the private bank to manage multi-asset class portfolios and subsequently head equities globally for the private bank's discretionary platform. He started his career at Legg Mason Wood Walker in 1996. Rob received his B.B.A. in Finance from Loyola University Maryland. He is a CFA® charterholder.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryLarge Value
Fund FamilySterling Capital Funds
Net Assets30.61M
YTD Return-3.52%
Morningstar Rating★★
Inception DateJan 31, 2001

Fund Operations

Last Dividend0.14
Last Cap Gain-62.00
Holdings Turnover125.15%
Average for CategoryN/A

Fees & Expenses

ExpenseSTRAXCategory Average
Annual Report Expense Ratio (net)1.78%0.94%
Prospectus Net Expense Ratio1.78%N/A
Prospectus Gross Expense Ratio1.78%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A